FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 0.87%
485,591
+163,068
27
$14.1M 0.86%
127,410
-31,908
28
$13.8M 0.84%
213,074
-5,940
29
$13.1M 0.8%
147,862
+3,499
30
$12.5M 0.76%
48,291
-23,967
31
$12.4M 0.76%
183,563
+16,433
32
$12.3M 0.75%
9,143
+10
33
$12.1M 0.74%
295,240
-29,785
34
$12M 0.74%
46,611
-7,171
35
$11.5M 0.7%
322,356
+92,133
36
$10.9M 0.67%
43,910
-503
37
$9.81M 0.6%
98,125
+6,605
38
$9.35M 0.57%
41,184
+991
39
$8.91M 0.55%
752,750
-417,770
40
$8.83M 0.54%
134,303
+106,588
41
$8.43M 0.52%
176,233
+167,688
42
$7.82M 0.48%
826,515
+15,862
43
$7.7M 0.47%
989,826
-3,019
44
$7.5M 0.46%
123,856
+1,626
45
$7.04M 0.43%
703,603
+6,562
46
$7M 0.43%
254,744
-6,437
47
$6.97M 0.43%
202,813
+188,486
48
$6.35M 0.39%
227,562
+26,985
49
$6.09M 0.37%
35,018
+2,547
50
$5.57M 0.34%
1,078,271
+7,042
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